+423.5%
COPX vs NIO
-36.7%
+460.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.4% |
| 7D | -4.0% | -13.0% | +9.1% | -2.1% |
| 30D | +4.5% | -18.3% | +22.8% | +7.6% |
| 3M | +0.8% | -33.2% | +34.0% | +6.7% |
| 6M | +3.2% | -21.5% | +24.7% | +6.3% |
| YTD | +26.7% | -25.5% | +52.2% | +31.2% |
| 1Y | +85.7% | -38.0% | +123.7% | +96.1% |
| 3Y | +151.2% | -65.5% | +216.6% | +172.6% |
| 5Y | +170.0% | -90.6% | +260.6% | +219.9% |
| All | +423.5% | -36.7% | +460.2% | +370.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling